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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,847 | $97,732-83.8% | $83,831-81.1% | $135,380-88.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.18% | 1287.56%-1297.7pp | 850.99%-861.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $2,457 | $4,222-41.8% | $3,631-32.3% | $4,779-48.6% |
| Participant deferral / active EE | $3,425 | $4,683-26.9% | $4,082-16.1% | $5,609-38.9% |
| Admin fee / account holder | $193 | $6,675-97.1% | $5,479-96.5% | $10,828-98.2% |